Unrestricted giving, the trust factor, and why it matters to your clients The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services […]
Learn more about our speakers and their book: The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges. https://www.chappell-crimmins.com/
Big gifts, bullish portfolios, and kids who move away If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes this month to […]
Philanthropy keeps your clients sticky Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it’s easier and less costly to retain or get more work from a current client than it is to find a new client. As an attorney, accountant, or financial […]
Three things every philanthropist must know about the gift and estate tax sunset The shorter days of fall and winter aren’t the only sunsets creeping up on people these days. If you’ve met with your estate planning attorney and tax advisors recently, you’re probably aware that the gift and estate tax exemption–the total amount you […]
Charitable giving tips for clients’ golden years The rising popularity of the Qualified Charitable Deduction–”QCD”–appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. Before the clock winds down on 2023 giving opportunities, be sure you’re familiar with the various charitable giving techniques that are most appealing to retirees and […]
Structured philanthropy: A process relieves the pressure Helping families create a meaningful structure for their philanthropy has long been a hallmark service of The Community Foundation. That structure and the resulting discipline are increasingly important as both wealth and charitable giving more frequently span multiple generations. Indeed, spontaneous and unstructured conversations around wealth and philanthropy […]
By the numbers: What’s around the corner in 2024 As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients’ charitable giving? Here are a few pointers to […]
Local Nonprofits Receive Funding from The Community Foundation Harrisonburg, VA – Giving season is upon us and The Community Foundation of Harrisonburg and Rockingham County is celebrating. The Community Foundation reports a total of $159,518 will be granted to twelve organizations in their Fall 2023 grants cycle. Programs and projects like ‘Meals on Wheels’ by […]
Your donor-advised fund: Think “hub,” not “autopilot” Perhaps you established a donor-advised fund at The Community Foundation years ago, or you set up a donor-advised fund more recently. Or maybe you are considering establishing a donor-advised fund at The Community Foundation this year to help you keep your giving more organized and involve your children […]
Estate planning: Your kids … and your community As you contemplate your legacy and adjust your estate plan over the years, it’s natural to focus on your children and family as the primary beneficiaries in your will and trust. If you’re like an increasing number of charitably-minded individuals, though, you might find that your perspectives […]
Four FAQs to help you establish an endowment or Forever Fund Many community-minded individuals have served on the boards of directors of charitable organizations in our region. If you’ve served on a charity’s board (or several!), you are no doubt familiar with the concept of an endowment. Many charities establish endowment funds and reserve funds […]
